Members get a secure portal of their own — giving history, personal details, connection — with magic-link sign-in (no passwords to forget or reset). Records stay current because the people they belong to keep them current.
"The office spends hours a week updating addresses and reprinting statements."
A secure member portal — magic-link sign-in, self-service everything.
An email link, not a password. Nothing for the office to reset.
Members claim their existing records through a verified flow.
Giving history and year-end statements — self-serve, any time.
Email in, secure link out.
Details and history, self-served.
Fewer interruptions, current records.